Who it's for
Who the product serves
An agent that turns the documents a new client already keeps into structured, reviewable projects inside the platform.
All work
Case studyAI onboarding workflow2026
Strategy Dot Zero
AI project extraction
Extraction is easy to demo and hard to trust, and this was going to become a government register.
Product model
1
Guided extraction
Upload documents in any format; the agent parses and asks only what it needs.
2
Review and readiness
Readiness scoring, field confidence, and duplicate checks aim the review.
3
Register handoff
Verified projects commit into the live plan, charter, and registers.
Role
Product Designer for the agent workflow, review experience, and information architecture
Timeline
2026
Platform
Web, PMO bulk migration and project-manager refinement
Impact
An approved flow that reads whatever a client already keeps, and puts a person between the agent and the register of record.
What it is
The product, and where this work sits inside it.
Business position
Where it sits
The module sits at the first mile of Strategy Dot Zero onboarding. A new client's existing portfolio arrives as plans, spreadsheets and status decks that follow no template. The agent reads them. The design decides where a person gets to disagree with it before anything reaches the live register.
Modules
- 01Guided extraction
- 02Review and readiness
- 03Register handoff
8 more sections
There is a lot more here — it is just under NDA.
The detail stays private under NDA. Ask me for the password.
- No surface
- How it gets in
- The line
- Where it doubts
- Two altitudes
- What changes
- The work
- Looking back
One unlock opens every case study here for 30 days.